Gold-Vision Features List

Gold-Vision Reviews

Gold-Vision

Sales, marketing & support CRM

4.65/5 (48 reviews)
593

Gold-Vision Feature Summary

  • Interaction tracking
  • Customer support
  • List management
  • Live chat
  • Customer service analytics
  • Customer support tracking
  • Email response control
  • Request escalation
  • Call management
  • Quotes / proposals
  • Marketing automation
  • API
  • Custom integrations
  • Third party integrations
  • Mobile sales
  • Touch point scoring
  • Automated reminders
  • Customizable workflows
  • CRM integration
  • Project management
  • Communication management
  • Customer service tools
  • Mail server integration
  • Real-time reports
  • Security levels
  • Access control
  • Multi-currency
  • Live dashboards
  • Pipeline
  • Due date alerting
  • Appointment tracking
  • Document storing
  • Progress tracking
  • Performance tracking
  • Campaign management
  • Analytics
  • Support history
  • Automated to-do lists
  • Intelligent data segmentation
  • Delegate management
  • Booking management
  • Event marketing
  • ROI reporting
  • Task management
  • Team collaboration
  • Forecasting
  • Automatic distribution
  • Standard or custom reporting

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (124 other apps)
CRM Integration (92 other apps)
Calendar Management (120 other apps)
Contact Database (95 other apps)
Custom Fields (99 other apps)
Customer Database (101 other apps)
Customizable Branding (120 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (103 other apps)
Data Import/Export (121 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (96 other apps)
Reporting & Statistics (115 other apps)
Social Media Integration (109 other apps)
Third Party Integration (122 other apps)

Competitor Feature Comparison

Gold-Vision Feature Reviews

25 reviewers had the following to say about Gold-Vision's features:

Gerard Watney

An in-depth CRM system which is very effective. We have relied on it heavily for many years.

2018-03-14

It centralised our customer records and streamline many processes for us from quoting through project management to credit control.

Pros

The links function works well, especially when multiple parties are involved.

Cons

Limited dashboards available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Felix Flores

An excellent account/Channel management, the best choice for your company, very well supported

2018-06-08

Pros

The customization or the facility to add and delete fields is superior, it is very beneficial that you have Reports in all the modules / fields, the Facility Boards are easy to understand, Use, Configure, good user management module or roles, the system It is very intuitive, the learning curve is short, it is a tool that takes advantage of processes and data to evolve!

Cons

The implementation takes time, there is still no mobile application (serious), complicated integration with other platforms is a bit slow and takes longer to load, the reports as to presentation could be improved should have the ability to edit graphics.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Emma Smillie

Great CRM and a fantastic support team

2017-07-06

Pros

Great deal of out-of-the-box functionality Easy Customization Great support team Easy to extract data Excellent campaign tools and marketing automation Constant development Integrates with other platforms

Cons

The interface is dated although understand new one imminent Reporting could be improved both in the main GV CRM and GV Connect

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jordan Page

An intuitive system for those with CRM experience and excellent support for those less experienced

2017-07-03

Pros

Intuitive (for the experienced CRM user) Ease of Customization Great support Easy to extract data The dashboard is a great feature for statistical analysis

Cons

The GUI Needs improvements to certain fields (phone numbers for example) Reporting function could be improved (more customization and ability to edit charts)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kirsty Hughes

A great CRM system with an excellent team behind it

2016-10-26

We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management.

Pros

Easy to use Constant development Integration with other platforms

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Belinda Harris-Grave

Excellent service and great product

2017-05-08

Pros

I also like the ease of contacting customer support when any issues arise.

Cons

The software has been customized for our use and we have had an on-going issue with integration of Sage 200 but this is always quickly resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Andrew Burns

Gold-Vision CRM implementation at Servowatch Systems Ltd

2017-01-16

Setting up alerts to warn of unwanted activity is also easy to achieve.

Pros

Simple to configure to your businesses needs Very little customisation required Very cost effective solution Great company to deal with

Cons

Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob Boyle

Excellent product & excellent service

2016-09-29

Gold Vision looks very easy to use and I feel we have benefited from a very personal approach to configuration and product development.

Pros

It is very user friendly and we have been able to customise it to our requirements

Cons

We would benefit from an improvement to the eventbrite integration and the team are investigating this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Gold-Vision

The team are very approachable and actually listen to your needs without merely trying to sell an off the shelf CRM. This was invaluable in allowing me to make an informed decision and to customise a system appropriate to us

Source: Capterra
Helpful?   Yes   No
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Chris Rhodes

Gold Medal for Gold-Vison

2016-07-28

From early discussions to install and training, the journey with Gold-Vision has been a pleasurable experience. working with Jiggy initially with a interactive demonstration that was both professional and easy to follow and then with Tim, who seemed to know everything about our business and needs prior to his visit to train us, extremely professional guy and then with Simon in technical support who dealt with our German colleagues technically to ensure all parts of the system was not only working well but to get over security issues with two servers was amazing. extremely professional team and highly recommended.

Pros

The main things I like about this software is the attractiveness of the data between users, projects and clients.

Cons

Coming from an Access database system to Gold-vision has completely opened our eyes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Gold-Vision

if you are thinking of a new CRM you need to talk to Jiggy in the first instance, trust me you will not be disappointed. what I liked the most about the company is they actually developed the software, so the sales guys are working alongside the tech guys or work alongside the trainers etc. etc. service is quick and professional.

Source: Capterra
Helpful?   Yes   No
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Gillian Richardson

Extremely well supported

2017-07-06

More up to date information about the businesses we work with and a more meaningful relationship with our customers.

Pros

The connectivity, easy functionality and versatility.

Cons

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Garrod

Excellent customer service and a product that will help the business grow!

2017-07-06

Pros

Excellent support team, Email tracking abilities, Great dashboard once you know how to setup the charts!

Cons

Sometimes long winded to complete certain actions, some areas of the system are complicated and the ability to setup and run reports could be simplified.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick Stedman

Used for 6 years. Good CRM

2016-11-30

Interface a bit dated, especially mobile although I understand a brand new mobile-first front end is imminent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Steven Turner

Easy to amend, build and use

2018-04-03

Pros

The ability to add and remove fields Reporting on all modules / fields Dashboards Ease of use Admin console Support Ability to adapt the system to fit our needs

Cons

Personally I believe that the charts and graphs need further development, to show the amounts not just when you put your mouse over the chart. It would be useful to have a matching key / table to show the figures / amounts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom Fox

Best CRM on the market !

2017-02-13

We had specific requirements with regards to integrating with our ERP (Sage X3) but not a problem for these guys.

Pros

Full of features, support very good

Cons

Front end a bit complicated but it is being reviewed

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Gold-Vision

Go see it in action at a live site, you wont be dissapointed. The email tracking is fantastic too.

Source: Capterra
Helpful?   Yes   No
Read more
Emma Jacob

Gold Vision makes day to day account management easy!

2017-02-08

Email tracking is very beneficial as allows records to be held automatically, without input from the user.

Pros

Records data easily for other members to review

Cons

some aspects of the system are limited when creating charts/graphs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Gold-Vision

If unsure about anything call the support team as they are always willing to help.

Source: Capterra
Helpful?   Yes   No
Read more
Phil Brown Brown

The most useful of business software

2016-11-28

We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage.

Pros

Email tracking quick and deals with huge volumes quickly and easily.

Cons

Nothing, its really very good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Gold-Vision

I recommend this software package.

Source: Capterra
Helpful?   Yes   No
Read more
Naomi Wood

Great implementation given the very short timeframe we had for delivery. Thank you to all the team!

2018-02-23

Pros

Ease of use - very easy to navigate around the system.

Cons

Currently not possible to run reports from 2 areas of the system i.e. contacts and opportunities - hopefully something that will be improved upon

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Cassie Clarke

The customer service has always been reliable and fast. All questions are always answered fully.

2018-01-12

Pros

This software can be adapted to the businesses needs and reports can be personalized.

Cons

The downside to this software is the restrictions with the characters in some text boxes and by only being allowed so many of each type of field.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
John Reid

A highly versatile CRM with great support

2017-01-25

Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data.

Pros

Powerful list views. Excellent mail campaign tools. Flexible views and lists for each user.

Cons

Filtering different objects can be difficult to set up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Mills

Gold Vision offers a tailored solution to suit our business CRM needs.

2017-07-12

Gold-Vision is now a company wide tool as it offers solutions for all of our internal departments including, sales, support, aftercare, installations and marketing. It allows visibility of account managers, actions and communication throughout the business.

Pros

Gold Vision allows each area to interact with others, creating an overall account management tool.

Cons

The output of the graphical reporting and editing flexibility is limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Mitchell

Overall its great, I didn't realise quite how much opportunity there was to make my job easier!

2018-01-09

Pros

How easy it is to mould the database to exactly what you need.

Cons

There is no 'bulk select' option so when looking at deleting multiple contacts this isnt an option at the moment

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Wild

An excellent system!

2015-11-12

Shephard Media has used Gold Vision as our CRM system for three years now.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lucinda Carney

Not all it was cracked up to be

2018-03-05

It is slow to load and I cannot use it as a mobile version.

Pros

I like the fact you can link emails and that you are able to see all the notes in one place from opportunites etc

Cons

We were sold this as an integrated product and unfortunately it seems that the email marketing function is too clunky so we've gone back to mail chimp and the support functionality isn't user friendly either, defeating the object of why we bought it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
Read more
Nicola McGing

Excellent, great customer service, really straightforward software to integrate & use.

2018-06-20

Pros

The fact that it has changed the internal processes in our organisation from very manual functions, multiple spreadsheets and databases into one easy to use and accessible system.

Cons

That I don't know how to do everything myself yet! Otherwise no real cons - it's working as anticipated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cheryl Bricknell

A great system!

2016-09-27

It is also highly configurable which has meant that we have been able to tailor the system to our company needs. The automatic alerting functionality has enabled us to improve and standardise processes within our company, increasing efficiency.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more